How do I search for an existing contact?
If you're looking to get in touch with a customer or need to review their information, you can search for them in your contacts list.
To search for a contact on your Zeller Dashboard:
- Click on Contacts.
- Select the search icon.
- Select whether you are searching for a business or an individual.
- Search by the contact name or tag.
The contact list will populate with results as you type in the search field. Click on the contact name to bring up their information.
If you require further assistance with finding your contacts, please contact our Support team.
Related articles
- How do I edit or delete a contact?
- How do I manage notes for my contacts?
- How can I assign categories to my contacts?
- How do I manage tags for my contacts?
- How do I add an image to an existing contact?
- How do I create a new contact?
- How do I link contacts to a transaction?
- How do I link contacts to a bank account?
